The Beachbody Company, Inc. (BODI)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
The Beachbody Company, Inc. (BODI) trades at $10.24 with AI Score 37/100 (Grade D). The Beachbody Company, Inc. operates as a subscription health and wellness company, providing fitness, nutrition, and stress-reducing programs. Market cap: $74.16M, Sector: Communication services.
Price live · AI analysis from May 7, 2026BODI stock analysis for 2026: Analysts have set a consensus price target of $10.17 for The Beachbody Company, Inc., suggesting 0.7% downside from the current price of $10.24. The AI MoonshotScore is 37/100, indicating a bearish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
BODI: 4/7 perspectives are bullish. Dominant signal: Ken Griffin bearish.
How is this calculated? →The Beachbody Company, Inc. (BODI) Media & Communications Profile
The Beachbody Company, Inc. delivers subscription-based fitness and nutrition programs through its digital platforms, including Beachbody on Demand and BODi. With a focus on accessible health and wellness, the company competes in the online fitness market, offering both live and on-demand content alongside nutritional products.
What Is the Investment Thesis for BODI?
The Beachbody Company, Inc. presents a compelling investment thesis centered on the growing demand for digital fitness and personalized nutrition. With a gross margin of 73.0%, the company demonstrates strong pricing power and efficient cost management. Key value drivers include the expansion of its digital subscription base through innovative content and interactive features, such as BODi. The company's ability to leverage its brand recognition and established distribution network for nutritional products further supports revenue growth. However, investors should be aware of the company's negative profit margin of -1.1% and the competitive landscape, which could impact future profitability. The company's beta of 0.85 suggests lower volatility compared to the broader market.
Based on FMP financials and quantitative analysis
BODI Key Highlights
- Gross margin of 73.0% indicates strong pricing power and efficient cost management.
- Market capitalization of $74.16M reflects the company's current valuation in the market.
- Beta of 0.85 suggests lower volatility compared to the broader market.
- Operates Beachbody on Demand, a digital subscription platform, providing access to a library of live and on-demand fitness and nutrition content.
- Offers nutritional products, such as Shakeology and Beachbody Performance supplements, diversifying its revenue streams.
Who Are BODI's Competitors?
BODI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| PTON Peloton Interactive, Inc. | $5.80 | +0.87% | $2.42B | — |
| WW WW International, Inc. | $16.35 | +0.25% | $163.48M | 45 |
| NBIS Nebius Group N.V. | $213.02 | -1.21% | 52B | 76 |
| RDDT Reddit, Inc. | $206.21 | +5.93% | $39.70B | 65 |
| TBLA Taboola.com Ltd. | $5.46 | +6.23% | $1.49B | 64 |
| YNDX Yandex N.V. | $18.94 | +0.00% | $15.14B | 64 |
| JFIN Jiayin Group Inc. | $2.96 | +3.50% | $153.82M | 52 |
| TC Token Cat Ltd. | $2.28 | -22.18% | $6.64M | 52 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BODI's Key Strengths?
- Established brand recognition
- Extensive content library
- Subscription-based revenue model
- Integrated ecosystem of products and services
What Are BODI's Weaknesses?
- Negative profit margin
- High customer acquisition costs
- Dependence on digital platforms
- Intense competition
What Could Drive BODI Stock Higher?
- Launch of new fitness programs and nutritional products to drive subscriber growth.
- Expansion of the BODi interactive platform to enhance user engagement.
- Strategic partnerships and collaborations to expand reach and offer integrated solutions.
What Are the Key Risks for BODI?
- Financial-distress signal — its Altman Z-Score of -4.19 sits in the distress zone (elevated bankruptcy risk).
- Increasing competition from established fitness brands and emerging digital platforms.
- Changing consumer preferences and adoption of new fitness trends.
- Economic downturn and its impact on consumer spending.
- Regulatory changes affecting the fitness and nutrition industries.
What Are the Growth Opportunities for BODI?
- Expansion of BODi Interactive Platform: The Beachbody Company can capitalize on the growing demand for interactive fitness experiences by expanding the content and features of its BODi platform. This includes offering more live classes, personalized training programs, and community features to enhance user engagement and retention. The interactive fitness market is projected to reach $17.3 billion by 2027, presenting a significant growth opportunity for Beachbody.
- Strategic Partnerships and Collaborations: Collaborating with complementary businesses, such as nutrition companies, wellness brands, and healthcare providers, can expand Beachbody's reach and offer integrated solutions. These partnerships can create cross-promotional opportunities, access new customer segments, and enhance the value proposition for subscribers. The partnership marketing spend in the health and wellness sector is expected to grow by 10% annually through 2028.
- International Market Expansion: Expanding into new international markets can drive significant growth for The Beachbody Company. By adapting its content and products to local preferences and cultural nuances, Beachbody can tap into the growing demand for digital fitness and nutrition solutions in emerging markets. The global health and wellness market is projected to reach $7 trillion by 2025, with significant growth potential in Asia-Pacific and Latin America.
- Development of Personalized Nutrition Programs: Leveraging data analytics and AI, Beachbody can develop personalized nutrition programs tailored to individual needs and preferences. This includes offering customized meal plans, supplement recommendations, and coaching services based on user data and fitness goals. The personalized nutrition market is projected to reach $16.4 billion by 2025, presenting a significant opportunity for Beachbody to differentiate its offerings.
- Enhancement of Connected Fitness Ecosystem: Expanding its connected fitness ecosystem with new devices and accessories can drive incremental revenue and enhance user engagement. This includes developing new fitness trackers, smart scales, and other connected devices that integrate with the Beachbody platform. The global connected fitness market is projected to reach $6.8 billion by 2025, driven by the increasing demand for at-home fitness solutions.
What Opportunities Does BODI Have?
- Expansion of BODi interactive platform
- Strategic partnerships and collaborations
- International market expansion
- Development of personalized nutrition programs
What Threats Does BODI Face?
- Changing consumer preferences
- Emergence of new competitors
- Economic downturn
- Regulatory changes
What Are BODI's Competitive Advantages?
- Established brand recognition and reputation in the fitness and nutrition market.
- Extensive library of proprietary fitness and nutrition content.
- Recurring revenue stream through subscription-based model.
- Integrated ecosystem of digital platforms, nutritional products, and connected fitness devices.
What Does BODI Do?
Founded in 1998 and headquartered in El Segundo, California, The Beachbody Company, Inc. has evolved into a prominent subscription health and wellness provider. The company's core offering is its digital subscription platform, Beachbody on Demand, which grants users access to an extensive library of live and on-demand fitness and nutrition content. Recognizing the growing demand for interactive experiences, Beachbody launched Beachbody on Demand Interactive (BODi), featuring live fitness and nutrition programs. Beyond digital content, Beachbody offers a range of nutritional products, including Shakeology, a nutrition shake, and Beachbody Performance supplements designed for pre-workout, hydration, post-workout recovery, and protein supplementation. The company also markets the BEACHBAR, a low-sugar snack bar, and supplements under the LADDER brand. Expanding its offerings, Beachbody provides connected fitness products, including the BODi Bike Studio, a package subscription that includes a bike and accessories. The company's business model focuses on recurring revenue through subscriptions and product sales, targeting individuals seeking convenient and comprehensive health and wellness solutions.
What Products and Services Does BODI Offer?
- Provides access to a library of live and on-demand fitness and nutrition content through Beachbody on Demand.
- Offers live fitness and nutrition programs through Beachbody on Demand Interactive (BODi).
- Sells nutritional products, including Shakeology and Beachbody Performance supplements.
- Markets the BEACHBAR, a low-sugar snack bar.
- Offers supplements under the LADDER brand.
- Provides connected fitness products, including the BODi Bike Studio.
How Does BODI Make Money?
- Subscription-based revenue through Beachbody on Demand and BODi.
- Direct sales of nutritional products and supplements.
- Sales of connected fitness products, such as the BODi Bike Studio.
- Partnerships and collaborations with other health and wellness brands.
What Industry Does BODI Operate In?
The Beachbody Company, Inc. operates within the rapidly expanding online fitness and nutrition market. This industry is characterized by increasing consumer demand for convenient, personalized, and accessible health and wellness solutions. The market is highly competitive, with numerous players offering digital fitness platforms, nutritional products, and connected fitness devices. Key trends include the integration of AI and data analytics to personalize user experiences, the rise of live and on-demand fitness classes, and the growing popularity of subscription-based models. Beachbody competes with established fitness brands, emerging digital platforms, and specialized nutrition companies. The global online fitness market is projected to reach $79.33 billion in 2026.
Who Are BODI's Key Customers?
- Individuals seeking convenient and accessible fitness solutions.
- Consumers interested in personalized nutrition and wellness programs.
- Fitness enthusiasts looking for interactive and engaging workout experiences.
- Individuals seeking weight management and healthy lifestyle solutions.
FY2026 estForward Outlook
Wall Street analysts project The Beachbody Company, Inc. revenue of about $210.5M for fiscal 2026, with EPS near $0.05. The estimate reflects 4 contributing analysts.
F-Score 5/9Financial Health
The Beachbody Company, Inc.'s Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of -4.19 places it in the distress zone, a signal of elevated financial risk.
ROE 19%Key Financial Metrics
Return on equity for The Beachbody Company, Inc. stands at 18.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 3.6%, showing how much profit it generates from its asset base. BODI trades at a trailing price-to-earnings ratio of 17.34, roughly in line with the Communication Services sector average of ~18x. Its free cash flow yield is 20.2%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.75 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 7.7%, the inverse of the P/E and a quick read on earnings relative to price.
The Beachbody Company, Inc. (BODI) Valuation Context
Valued at $74.16M, BODI is classified as a micro-cap stock. Relative to its peer group, BODI's quantitative score of 37/100 is below the peer average of 63/100.
BODI Revenue & Earnings Trend
In Q1 2026, BODI generated $54.3M in top-line revenue, marking a sequential decrease of 2.3%. The company recorded net income of $2.3M, with diluted EPS of $0.30. Revenue has contracted over three consecutive quarters, which investors in this micro-cap Communication Services stock should monitor closely. Across the four most recent quarters, BODI averaged $0.18 in diluted EPS.
Company Profile
The Beachbody Company, Inc. operates in the Internet Content & Information industry within the Communication Services sector. It is headquartered in El Segundo, US. The company is led by CEO Carl D. Daikeler. BODI has traded publicly since 2021.
BODI Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future growth.
- Community sentiment has shifted positively, with increased discussions around new product launches.
- The company's focus on digital fitness aligns well with current consumer trends towards at-home workouts.
- Strategic partnerships have been formed recently, enhancing brand visibility and market reach.
Bear Case
- Concerns over competition in the digital fitness space are growing, as new entrants emerge.
- Social sentiment shows skepticism about the sustainability of recent growth trends.
- Past performance issues linger, with some investors recalling previous struggles to maintain engagement.
- Market perception is cautious, with analysts highlighting potential operational challenges ahead.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $54M | $2M | $0.30 |
| Q4 2025 | $56M | $5M | $0.76 |
| Q3 2025 | $60M | $4M | $0.51 |
| Q2 2025 | $64M | -$6M | -$0.85 |
Based on FMP financials and quantitative analysis
BODI Latest News
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12 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session
benzinga · Jun 18, 2026
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Does The Beachbody Company (BODI) Have the Potential to Rally 36.47% as Wall Street Analysts Expect?
zacks.com · May 15, 2026
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Beachbody (BODI) Q1 2026 Earnings Transcript
Motley Fool · May 14, 2026
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The Beachbody Company, Inc. to Participate in Upcoming Investor Conferences
businesswire.com · May 14, 2026
BODI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for BODI.
Price Targets
Consensus target: $10.17
BODI MoonshotScore
What does this score mean?
The MoonshotScore rates BODI's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
12 Consumer Discretionary Stocks Moving In Thursday's Pre-Market Session
Does The Beachbody Company (BODI) Have the Potential to Rally 36.47% as Wall Street Analysts Expect?
Beachbody (BODI) Q1 2026 Earnings Transcript
The Beachbody Company, Inc. to Participate in Upcoming Investor Conferences
Latest The Beachbody Company, Inc. Analysis
Leadership: Carl D. Daikeler
CEO
Carl Daikeler is the CEO of The Beachbody Company, Inc. He co-founded Beachbody in 1998 with Jon Congdon. Daikeler has been instrumental in shaping Beachbody's vision and strategy, driving its growth from a direct-response marketing company to a leading subscription health and wellness provider. His background includes extensive experience in marketing, sales, and product development within the fitness and nutrition industries.
Track Record: Under Carl Daikeler's leadership, The Beachbody Company has achieved significant milestones, including the launch of Beachbody on Demand and BODi, the expansion of its nutritional product line, and the development of its connected fitness ecosystem. He has overseen the company's transition to a digital-first business model and has been a key driver of its revenue growth and brand recognition. He is managing 355 employees.
BODI Communication Services Stock FAQ
What does The Beachbody Company, Inc. do?
The Beachbody Company, Inc. operates as a subscription health and wellness company, providing fitness, nutrition, and stress-reducing programs. The company's core offering is its digital subscription platform, Beachbody on Demand, which grants users access to an extensive library of live and on-demand fitness and nutrition content. Additionally, Beachbody offers a range of nutritional products, including Shakeology and Beachbody Performance supplements, and connected fitness products, such as the BODi Bike Studio. The company generates revenue through subscriptions and product sales.
What do analysts say about BODI stock?
Analyst coverage of The Beachbody Company, Inc. (BODI) is limited, but key valuation metrics to consider include its market capitalization and revenue growth. Investors should monitor the company's subscriber growth, gross margin, and profitability. The company's ability to execute its growth strategy and navigate the competitive landscape will be crucial for future performance. The company's beta of 0.85 suggests lower volatility compared to the broader market. However, investors should be aware of the company's negative profit margin of -1.1%.
What are the main risks for BODI?
The Beachbody Company, Inc. faces several risks, including increasing competition from established fitness brands and emerging digital platforms. Changing consumer preferences and adoption of new fitness trends could also impact the company's growth. An economic downturn could reduce consumer spending on discretionary items like fitness subscriptions and nutritional products. Regulatory changes affecting the fitness and nutrition industries could also pose a risk. The company's reliance on digital platforms makes it vulnerable to cybersecurity threats and service disruptions.
What are the key factors to evaluate for BODI?
The Beachbody Company, Inc. (BODI) holds an AI score of 37/100 (low). P/E: 17.3x vs the S&P 500's ~20-25x. Analysts target $10.17 (-1%). Not financial advice.
How frequently does BODI data refresh on this page?
BODI prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven BODI's recent stock price performance?
The Beachbody Company, Inc. (BODI) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Established brand recognition. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider BODI overvalued or undervalued right now?
The Beachbody Company, Inc. (BODI) trades at 17.3x earnings. Analysts target $10.17 (-1%) — near fair value. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying BODI?
Before investing in The Beachbody Company, Inc. (BODI), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are based on the most recent available data.